See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,867 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,612 | $101,523+31.6% | $141,162-5.3% | $77,787+71.8% |
| Participation rate | 99.0% | 77.4%+21.6pp | 82.5%+16.5pp | 73.2%+25.8pp |
| Annual return | 1389.30% | 56.22%+1333.1pp | 71.39%+1317.9pp | 32.57%+1356.7pp |
| Employer contribution / active EE | $6,759 | $3,341+102.3% | $4,735+42.8% | $2,504+169.9% |
| Participant deferral / active EE | $9,068 | $6,434+40.9% | $6,709+35.2% | $3,967+128.6% |
| Admin fee / account holder | $10 | $92-89.4% | $10,261-99.9% | $100-90.3% |